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iShares 3-7 Year Treasury Bond ETF

608 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

40% more call options, than puts

Call options by funds: $332M | Put options by funds: $236M

11% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 205

4% more funds holding

Funds holding: 582608 (+26)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$315M)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

1.24% less ownership

Funds ownership: 84.76%83.52% (-1.2%)

Holders
608
Holders Change
+26
Holders Change %
+4.47%
% of All Funds
9.55%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
86
Increased
228
Reduced
205
Closed
58
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
P
351
Pitcairn
Pennsylvania
$638K
EW
352
Element Wealth
Mississippi
$625K +$91.2K +779 +17%
SC
353
Scotia Capital
Ontario, Canada
$621K
MA
354
Mutual Advisors
Nebraska
$606K +$6.91K +59 +1%
CCM
355
Crabel Capital Management
California
$604K -$2M -17,119 -77%
SRSA
356
S.R. Schill & Associates
Washington
$604K +$937 +8 +0.2%
TAM
357
Titleist Asset Management
Texas
$597K +$607K +5,180 New
HCA
358
Heck Capital Advisors
Wisconsin
$595K -$37.8K -323 -6%
DIA
359
Dana Investment Advisors
Wisconsin
$589K -$9.49K -81 -2%
EWA
360
EverSource Wealth Advisors
Alabama
$588K -$9.02K -77 -1%
BIP
361
Blueprint Investment Partners
North Carolina
$586K -$3.96M -33,839 -87%
CWM
362
Certus Wealth Management
California
$577K +$586K +5,007 New
GPA
363
Guerra Pan Advisors
New Jersey
$569K
SWM
364
Spire Wealth Management
Virginia
$568K -$17.6K -150 -3%
BTI
365
Blue Trust Inc
Georgia
$566K +$118K +1,006 +26%
BJL
366
Brighton Jones LLC
Washington
$564K +$30.9K +264 +6%
AI
367
Arrien Investments
Idaho
$553K +$562K +4,799 New
MA
368
Montag & Associates
Georgia
$552K +$376K +3,213 +204%
AA
369
Argent Advisors
Louisiana
$538K +$547K +4,672 New
BPC
370
Banque Pictet & Cie
Switzerland
$533K
AWM
371
Axxcess Wealth Management
California
$528K -$12.4M -105,632 -96%
WCFA
372
Walkner Condon Financial Advisors
Wisconsin
$522K
PBT
373
Pictet Bank & Trust
Bahamas
$519K
RWB
374
RMR Wealth Builders
New Jersey
$519K
EWM
375
Empirical Wealth Management
Washington
$515K +$85.5K +730 +20%